Purchases and Sales Made in Q3 2023 in Ishares Tr Ibonds Dec 2026 Ter (IBTG)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBTG) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
448K+ 1049.43% |
$10M - $10.2M
|
490K
$11.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
252KNew |
$5.64M - $5.73M
|
252K
$5.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
234K+ 27.28% |
$5.23M - $5.31M
|
1.09M
$24.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
164K+ 86.5% |
$3.66M - $3.72M
|
353K
$8.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
158KNew |
$3.53M - $3.59M
|
158K
$3.59M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
140K+ 7.87% |
$3.13M - $3.18M
|
1.92M
$43.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
122K+ 323.11% |
$2.72M - $2.77M
|
159K
$3.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
95.9KNew |
$2.15M - $2.18M
|
95.9K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
90.5K+ 24.4% |
$2.03M - $2.06M
|
461K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
82.1KNew |
$1.84M - $1.87M
|
82.1K
$1.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.3K+ 8.89% |
$1.24M - $1.26M
|
677K
$15.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.3K+ 37.46% |
$1.22M - $1.24M
|
199K
$4.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.6K+ 64.95% |
$1.2M - $1.22M
|
136K
$3.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
48.4K+ 128.44% |
$1.08M - $1.1M
|
86K
$1.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
45.5KNew |
$1.02M - $1.04M
|
45.5K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
40.5K+ 21.13% |
$908K - $922K
|
232K
$5.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.4K+ 54.29% |
$905K - $919K
|
115K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.4K+ 34.4% |
$860K - $873K
|
150K
$3.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.8K+ 56.65% |
$847K - $861K
|
105K
$2.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
34.8K+ 11.94% |
$779K - $791K
|
326K
$7.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
32.1K+ 9.1% |
$719K - $730K
|
385K
$8.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
25.5K+ 208.21% |
$572K - $581K
|
37.8K
$861K
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
25.1KNew |
$561K - $570K
|
25.1K
$571K
|
|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
24.9KNew |
$558K - $566K
|
24.9K
$567K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
24.4K+ 68.16% |
$546K - $554K
|
60.1K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
23.8K+ 141.1% |
$534K - $542K
|
40.7K
$928K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
23.4KNew |
$525K - $533K
|
23.4K
$534K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
21K+ 12055.17% |
$470K - $477K
|
21.2K
$482K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
20.3K+ 260.07% |
$455K - $462K
|
28.1K
$641K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.8K+ 53.65% |
$398K - $404K
|
50.9K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
16.4K+ 45.13% |
$368K - $373K
|
52.8K
$1.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
15.9KNew |
$355K - $361K
|
15.9K
$361K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.7KNew |
$306K - $311K
|
13.7K
$312K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8K+ 11.92% |
$287K - $292K
|
120K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.1K+ 59.67% |
$272K - $276K
|
32.5K
$740K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12K+ 59.09% |
$268K - $272K
|
32.2K
$734K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
11.8KNew |
$265K - $269K
|
11.8K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.2KNew |
$252K - $256K
|
11.2K
$256K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.2KNew |
$251K - $255K
|
11.2K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1K+ 26.09% |
$250K - $253K
|
53.8K
$1.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
11.1KNew |
$250K - $253K
|
11.1K
$254K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11.1K+ 61.98% |
$248K - $252K
|
29K
$660K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.5KNew |
$236K - $239K
|
10.5K
$240K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10.5K+ 7.28% |
$235K - $238K
|
154K
$3.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.4K+ 5.96% |
$233K - $236K
|
184K
$4.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10K+ 34.87% |
$225K - $228K
|
38.8K
$884K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.72K+ 20.41% |
$218K - $221K
|
57.4K
$1.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
8.87KNew |
$199K - $202K
|
8.87K
$202K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.69K+ 31.91% |
$172K - $175K
|
31.8K
$725K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.52K+ 15.12% |
$168K - $171K
|
57.2K
$1.3M
|